Trust uw Dorothy Wagner Wallis

Private foundation · Grantmaker Baltimore, MD EIN: 52-6605828

Trust uw Dorothy Wagner Wallis is a private foundation, based in Baltimore, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $893K in total assets. In 2025, it awarded 7 grants totaling $82K. Net investment income was $76K.

Key facts about Trust uw Dorothy Wagner Wallis

In short: Trust uw Dorothy Wagner Wallis gave $82K across 7 grants in 2025 (avg $12K), mostly in Maryland. Source: 2025 IRS Form 990-PF.

EIN
52-6605828
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$81,846
Grants made (2025)
7
Average grant
$11,692
Median grant
$5,000
Total assets
$892,505
Primary geography
Maryland (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$893K

-1.3% YoY

Annual Giving

$82K

-49.7% YoY

Grant Count

7

-12.5% YoY

Avg Grant Size

$12K

-42.5% YoY

Under IRS private-foundation payout rules, Trust uw Dorothy Wagner Wallis reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.

How Trust uw Dorothy Wagner Wallis gives

  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 51% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Trust uw Dorothy Wagner Wallis?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 7 itemized grants.

States

Cities

BaltimoreHunt Valley

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K7 grants2020 9 grants2021 8 grants2022 7 grants2023 8 grants2024 7 grants2025

From 2020 to 2025, annual grant giving ranged from $74K (2020) to $450K (2021). In 2025 it made 7 grants totaling $82K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Baltimore Museum of Art: $50KBaltimore Museum of Art$50KAction in Maturity Inc: $10KAction in Maturity Inc$10KGoodwill Industries of the Chesapeake Inc: $5KGoodwill Industries of theChesapeake Inc$5KMaryland SPCA: $5KMaryland SPCA$5KThe League for People with Disabilities Inc: $5KThe League for People withDisabilities Inc$5KThe Salvation Army: $5KThe Salvation Army$5KFriends of Boroume Inc: $2KFriends of Boroume Inc$2K

The largest 2025 recipient was Baltimore Museum of Art ($50K). Together the top 7 received $82K.

Grant Size Distribution

39 grants across all recorded years

34<$50K3$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 34 grants of 39 (87%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Baltimore Museum of Art Baltimore, MDunrestricted$50,000
Action in Maturity Inc Baltimore, MDunrestricted$10,346
Goodwill Industries of the Chesapeake Inc Baltimore, MDunrestricted$5,000
Maryland SPCA Baltimore, MDunrestricted$5,000
The League for People with Disabilities Inc Baltimore, MDunrestricted$5,000
The Salvation Army Baltimore, MDunrestricted$5,000
Friends of Boroume Inc Baltimore, MDunrestricted$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$892,505$903,968$993,765
Revenue$100,330$96,081$110,910
Expenses$111,793$192,131$454,627
Qualifying Distributions$85,972$166,795$429,871
Net Investment Income$75,511$72,057$87,083
Distributable Amount$167,014$164,624$156,041

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)

Leadership & Key People

Officers and directors from IRS filings

Trust uw Dorothy Wagner Wallis is led by Frederick S Koontz, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Frederick S Koontz

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Trust uw Dorothy Wagner Wallis

How much does Trust uw Dorothy Wagner Wallis give each year?

Trust uw Dorothy Wagner Wallis gave $82K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $163K across 8 grants.

What is Trust uw Dorothy Wagner Wallis's typical grant size?

Trust uw Dorothy Wagner Wallis's median grant in 2025 was $5,000, and its average grant was $11,692, across 7 grants on its 2025 IRS Form 990-PF.

Where does Trust uw Dorothy Wagner Wallis give grants?

Trust uw Dorothy Wagner Wallis gives mostly in Maryland: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Baltimore, MD (7 grants).

Does Trust uw Dorothy Wagner Wallis give general operating support?

Yes: 100% of Trust uw Dorothy Wagner Wallis's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Trust uw Dorothy Wagner Wallis's largest grantees?

Trust uw Dorothy Wagner Wallis's largest 2025 grantees include Baltimore Museum of Art ($50,000), Action in Maturity Inc ($10,346) and Goodwill Industries of the Chesapeake Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is Trust uw Dorothy Wagner Wallis?

Trust uw Dorothy Wagner Wallis reported $893K in total assets on its 2025 IRS Form 990-PF. It paid out $86K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Trust uw Dorothy Wagner Wallis's EIN?

Trust uw Dorothy Wagner Wallis's EIN (Employer Identification Number) is 52-6605828. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Trust uw Dorothy Wagner Wallis by hand.

Explore Open Grants

Browse active grant opportunities in Trust uw Dorothy Wagner Wallis's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Baltimore Community Foundation Inc

Baltimore, MD

Baltimore Community Foundation funds stronger schools and neighborhoods, including kindergarten readiness, student mental health, school climate, neighborhood improvement, and community development, primarily in Baltimore City and Baltimore County. In 2024 it made 604 grants totaling $29.3 million, with a median grant of about $19,800. It accepts applications for certain programs through its online portal.

Assets

$314.3M

Grants

604

Total Given

$29.3M

The John J Leidy Foundation Inc

Towson, MD

The John J. Leidy Foundation supports 501(c)(3) nonprofits working in social and economic welfare, arts and culture, health and human services, education, and services for people with disabilities, with grants for operations, programs, and equipment. In 2024, grants ranged from $2,500 to $50,000, with a median of $7,500; it prefers organizations serving the Baltimore metropolitan area, though most funding went to Maryland organizations. It accepts requests at any time by letter and supporting materials; there is no formal application form.

Assets

$6.8M

Grants

98

Total Given

$940K

Enterprise Holdings Foundation

Saint Louis, MO

Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.

Assets

$594.3M

Grants

1

Total Given

$101.4M

T Rowe Price Foundation

Baltimore, MD

The T. Rowe Price Foundation supports financial well-being and thriving communities, including financial education, youth development, arts and culture, and community leaders and institutions. Its 2024 grants had a median of $15,000, with awards ranging from $1,000 to $5.5 million; it focuses on Baltimore, Colorado Springs, San Francisco, and New York, with grants also reported in Delaware. It reviews unsolicited requests through an inquiry process, but most grants are by invitation and there is no open application process.

Assets

$93.3M

Grants

249

Total Given

$11.7M

The United Way of Central Maryland Inc

Baltimore, MD

The United Way of Central Maryland funds nonprofits and community projects focused on basic needs and family stability, including housing, education, health, and economic advancement. Its grants vary widely; the 2025 median was about $15,000, with awards ranging from about $5,000 to $462,000. It serves Baltimore City and Anne Arundel, Baltimore, Carroll, Harford, and Howard counties; the provided information does not clearly state whether it accepts unsolicited requests.

Assets

$51.1M

Grants

216

Total Given

$10.6M

The Harvey M Meyerhoff Fund Inc

Baltimore, MD

The fund supports Baltimore’s neighborhoods and civic and cultural life, the local, national, and Israeli Jewish communities, and selected work in Israel; it offers operating, program, capacity-building, challenge, and some capital grants to eligible organizations. Its 2024 grants ranged from $250 to $80,000, with a median of $9,000, and most funding went to Maryland. It does not accept unsolicited requests and makes grants by invitation, though organizations may contact it to share information about their work.

Philanthropy, Voluntarism & Grantmaking

Assets

$83.9M

Grants

64

Total Given

$647K

Whiteford Taylor & Preston Charitable Trust

Baltimore, MD

Charitable trust established for the sole purpose of receiving donations from the partners of whiteford, taylor & preston and making contributions to charitable, religious, scientific, literary, or educational organizations that qualify as exempt organizations under section 501(c)(3) of the internal revenue code.

Philanthropy, Voluntarism & Grantmaking

Assets

$30K

Grants

6

Total Given

$59K

Dr Frank C Marino Foundation Inc

Baltimore, MD

Assets

$1.5M

Grants

76

Total Given

$92K

France-Merrick Foundation Inc

Baltimore, MD

The Foundation funds one-time, project-based work in areas including education, health, arts and culture, conservation, community development, and historic preservation, primarily in greater Baltimore and elsewhere in Maryland. Its 2025 grants ranged from $100 to $305,000, with a median of $22,370; it accepts unsolicited requests through a rolling letter-of-inquiry process, with full proposals by invitation.

Assets

$192.7M

Grants

184

Total Given

$10.1M

Annie E Casey Foundation Inc

Baltimore, MD

The Annie E. Casey Foundation funds U.S. nonprofits and other partners working to improve outcomes for children and young people, including family strengthening, child welfare, education, employment, community development and juvenile justice. In 2024, grants ranged from $50 to $1,185,000, with a median of $40,000. Grants are by invitation only; it does not accept unsolicited requests.

Assets

$2.3B

Grants

1,462

Total Given

$93.1M

The Harry and Jeanette Weinberg

Owings Mills, MD

The Harry and Jeanette Weinberg Foundation funds direct services, programs, general operations, and capital projects in housing, health, jobs, education, and aging for low-income and vulnerable people. Its 2024 grants had a median of $50,000; its Small Grants Program offers up to $50,000 over two years, with funding focused on Baltimore, Hawaiʻi, Israel, and Northeastern Pennsylvania. It awards grants by invitation only and does not accept unsolicited requests.

Assets

$1.8B

Grants

872

Total Given

$127.8M

Johns Hopkins University

Baltimore, MD

Johns Hopkins University funds education, research, clinical practice, and related programs, with many large awards listed as sub-awards; its 2025 grants had a median of $100,000. Grants went mainly to recipients in California and Maryland, among other states, but no geographic restriction or policy on unsolicited requests is stated.

Assets

$25.3B

Grants

813

Total Given

$594.1M

More Funders in Maryland

Trust uw Dorothy Wagner Wallis down — hundreds of funders to go?

Want AI to do this for you?